Approve or Reject Pending Budget - EcoSys - 4.01 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (4.01)

Language
English
Product
EcoSys
Search by Category
Administration & Configuration
EcoSys Standard Version
4.01

This procedure allows the EcoSys administrator to approve or reject the budget. Once the budget is approved by the administrator, it gets posted to current budget and current forecast.

For additional details on the budget, navigate to the Original Budget screen (Budgets > Original Budget).

  1. In the Budgets In My Court panel, click the View hyperlink.

    The Visual Workflow Instance dialog box appears.

  2. Perform any of the following actions.

  • Approve the Budget: To approve the budget,

    1. (Optional) Type the required Comments.

    2. Click the Approve button.

    3. In the Visual Workflow Instance dialog box, click the Close button.

    4. In the Budgets In My Court panel, click the Refresh icon. The budget gets approved and the budget status record is removed from the Budgets In My Court panel.

  • Reject the Budget: To reject the budget,

    1. (Optional) Type the required Comments.

    2. Click the Reject button.

    3. In the Visual Workflow Instance dialog box, click the Close button.

    4. In the Budgets In My Court panel, click the Refresh icon. The budget gets rejected and the budget status record is removed from the Budgets In My Court panel.